Team Member Retail Sales

Our Client is a private investor. We partner with our highnetworth clients to build and manage their wealth with tailored investment solutions that speak to their needs.

Job Summary

The Team Member Retail Sales is expected to apply proactive methodical and innovative working practices to identify and develop renewable business opportunities create and maintain strong client relationships market and sell a range of financial products whilst providing best advice and a quality service.

Key Responsibilities

• Market and sell a range of financial products whilst providing the best advice and a quality service.
  
• Execute business development strategies to attract and acquire new clients and manage existing relationships.
  
• Analyze clients financial needs goals sensitivity to risk and investment horizon
  
• Advise clients regarding the advantages and disadvantages of different investment strategies.
  
• Perform other duties as assigned by the Head Investment Platform.
  

Requirements

• Sound knowledge of investment products and markets and ability to apply this
  
• knowledge.
  
• Experience in retail financial services and a proven track record in a Sales or target driven environment.
  
• Excellent interpersonal and communication skills to uncover effectively and resolve complex customer and employee issues.
  
• Excellent communication skills common sense and an empathetic ear
  
• Relationship management skills.
  
• Excellent people management skills.
  
• Ability to manage multiple priorities.
  
• Good appreciation and working knowledge of office productivity tools.
  
• Competitive drive and achievement oriented
  
• Motivation to learn sell and grow
  
• Good computer skills
  
• High degree of selfconfidence
  

Bachelor 's degree in business, finance, or a related field Minimum of 2-3 years of experience in sales, preferably in the financial services industry Proven track record of success in achieving sales targets Excellent communication, interpersonal, and presentation skills Strong analytical and problem-solving skills Ability to work independently and as part of a team Proficient in Microsoft Office Suite